Associate

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent financial institution in Toronto is seeking an experienced Associate to join a high-performing team. This role focuses on enhancing client relationships through superior service and support. Candidates must have the Canadian Securities Course and must demonstrate excellent communication and time management skills. The position offers competitive compensation and a dynamic work environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

World-class training program

Qualifications

• Must have strong written and verbal communication skills.
• Must demonstrate exceptional time management skills.
• Self-directed individual with growth-oriented mindset.

Responsibilities

• Provide superior client service with a problem-resolution focus.
• Respond to client inquiries and ensure follow-up as required.
• Assist clients with tax reporting and WM Online setup.

Skills

Communication

Time Management

Teamwork

Problem Resolution

Proactive Approach

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office

Job description

Job Description

What is the opportunity?

An RBC Dominion Securities branch located in Toronto is seeking an experienced Associate to join a large Top Tier Executive Council Team. This is an opportunity to work in a dynamic, collaborative, progressive, and high‑performing team. Your skills will deepen client relationships by offering high‑value service and support to the clients, the Investment Advisor, and the team.

What will you do?

• Provide initiative‑taking and superior client service with a problem‑resolution focus and attention to details.
• Consult with various head office departments for execution as necessary.
• Be willing to answer our busy phones and complete the task/request/trade from the client to the best of your abilities with minimal supervision.
• Excellent communication skills for reporting notes to Salesforce and sharing valuable information and collaboration with team members.
• Respond to client account inquiries and remain accountable to follow‑up, as required.
• Willingness to take on all levels of cash management tasks such as identifying and clearing trade debits, raising cash for regular scheduled transactions, sending out on‑demand funds, and assisting clients with sending in funds to their DS accounts.
• Assist clients with WM Online set up, access, navigation, e‑statement switch or retrieval.
• Assist clients and their Accountants (our COIs) with custom tax reporting as needed.
• Gather research reports, run client portfolio reports as requested by the IA.
• Assist with generating ideas and execution of multiple marketing initiatives such as our weekly and quarterly newsletters.
• Project management independence and ability to complete special projects on required timeline.
• Enjoy opportunities to do challenging work and to build close relationships with clients.
• Participate and be a team lead on updates such as operational procedures, compliance, new technology and best practices.

What do you need to succeed?

Must‑have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• A self‑directed individual with a growth and goals‑oriented mindset
• Exceptional written and verbal communication skills
• High quality time management skills
• Strong Microsoft Office skills, especially Excel

Nice‑to‑have

• Knowledge of RBC DS systems and procedures
• 2 years or more of professional experience within investment industry
• Meticulous attention to detail and strong problem solving and analytical skills
• Advanced client service skills

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high‑performing team
• The chance to work in a dynamic, collaborative, progressive, and high‑performing team
• A world‑class training program in financial services

Job Skills

Communication, Customer Success, Documentations, Group Problem Solving, Interpersonal Relationships, Organizing, Proactive Approach, Problem Resolution, Teamwork, Time Management, Written Communication

Additional Job Details

Address: BAY WELLINGTON TOWER, 181 BAY ST:TORONTO

City: Toronto

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-10-22

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.